Pontera aspires to be the bridge to a better retirement by enabling financial advisors to manage and trade clients' held away accounts.

Finance

Pontera

Pontera's headquarters in New York, NY, United States

Yoav Zurel

David Goldman

Vicki Roan

David Weisz

Noam Ravid

Eyal Halahmi

Kris Cheh Beck

Senior Marketing Operations Manager

Ani Nagendra

Lisa Gomez

The Software Development team at Pontera is responsible for designing, building, and maintaining the platform that enables financial advisors to efficiently manage and trade clients' held away accounts. This diverse team of developers and engineers collaborates to create innovative features and ensure a seamless user experience, while prioritizing security and compliance in financial transactions. Their work is essential in bridging the gap to better retirement solutions for clients.

Software Development

This department focuses on analyzing and improving operational processes to enhance efficiency and effectiveness.

Operations Analysis

This department is responsible for managing and analyzing financial processes and revenue operations to ensure efficient financial performance.

Financial Operations

This department focuses on optimizing processes and analyzing data to drive operational excellence.

Operations and Analytics

This department focuses on enhancing client satisfaction and success through dedicated support and account management.

Advisor Success

This department focuses on the collection, analysis, and management of data to support informed decision-making and strategic initiatives.

Pontera

Org chart

Board & advisors

Teams

Software Development

Operations Analysis

Financial Operations

Operations and Analytics

Advisor Success

Data Management

Offices

Pontera

Org chart

Board & advisors

Teams

Software Development

Operations Analysis

Financial Operations

Operations and Analytics

Advisor Success

Data Management

Offices

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